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Callan Capital, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Callan Capital, LLC on AAPL, newest first. How the timeline and the estimate are built.

Callan Capital, LLC held 129,174 AAPL shares at 2025-03-31 per its 13F-HR filed 2025-04-29.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 129,174 shares
    Change vs previous 13F -1,373 shares

    2.12% of the 13F portfolio, value $28,693,326.

    13F-HR 0001542166-25-000005 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 130,547 shares
    Change vs previous 13F -1,026 shares

    2.39% of the 13F portfolio, value $32,691,503.

    13F-HR 0001542166-25-000003 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 131,573 shares
    Change vs previous 13F -12,278 shares

    2.14% of the 13F portfolio, value $30,656,454.

    13F-HR 0001542166-24-000015 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F/A 143,851 shares
    Change vs previous 13F +4,544 shares

    2.49% of the 13F portfolio, value $30,297,853.

    13F-HR/A 0001542166-24-000013 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F/A 139,307 shares
    Change vs previous 13F +1,577 shares

    2.1% of the 13F portfolio, value $23,888,447.

    13F-HR/A 0001542166-24-000011 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 137,730 shares
    Change vs previous 13F +24,003 shares

    2.5% of the 13F portfolio, value $26,517,209.

    13F-HR 0001542166-24-000003 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 113,727 shares
    Change vs previous 13F +11,562 shares

    2.08% of the 13F portfolio, value $19,471,252.

    13F-HR 0001542166-23-000013 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F 102,165 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $19,817,022.

    13F-HR 0001542166-23-000011 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).